Campus Marketplace. Procurement & Contract Services October, 2017

Transcription

1 Procurement & Contract Services October, 2017

2 What is the Campus Marketplace? The Campus Marketplace is an online shopping portal for the CSU which gives access to select contracted suppliers at discount rates Several CSU campuses acting as a partnership All items purchased on a Procurement Credit Card Powered by ESM Solutions Corp. Advantages: single log in location for multiple suppliers, Automatic discounted pricing and account info Access to the Campus Marketplace? Procurement Card holders have access Non-procurement card holders can get access: Request a Procurement Card OR Request Transfer-Cart access

3 Marketplace Transfer Cart Authorization

4 Campus Marketplace Questions Logging in Through the CSU Connect using normal campus credentials Can I use a non-csu credit card? No. The Campus Marketplace is for Office CSU Business Only, including the AS and Foundation, using official Procurement Cards How will Campus Marketplace Transactions appear on budget reports? PCC Oct 2017 Can I reallocate chartfields charges? Yes. Use Department Expenditure Summary Form with P-Card statement For additional info visit Procurement website: - Training Guide, FAQ, Forms, etc.

5 Campus Marketplace - How does it work? Campus Marketplace Two Main Steps Step 1 Punch out to Supplier s Catalog Step 2 Select items Add to cart Submit cart back to Campus Marketplace Finalize Details and Place Order Items get delivered

6 CM Supplier Catalogs General Staples* School Specialty Complete Book & Media Supply Facilities Management Vet-Force (DVBE-Waxie) Grainger Fastenal Waxie WESCO PPG & Glidden MSC Graybar SupplyWorks Information Technology B&H Photo CDW GovConnection HP IRG (DVBE) Laboratory & Scientific, Medical & Athletic VWR Carolina Biological McKesson Fisher Scientific Sigma-Aldrich Henry Schein

7 What is Staples Advantage? Staples Advantage is the contract division of Staples Inc. Offers office supplies and more to businesses and institutions Provides 13,000+ core discounted items Competitively bid contract for providing office supplies to the CSU For ease of identification, we'll simply call it Staples Access to Staples? Staples online catalog available through the Campus Marketplace Certain products will go through the Requisition/Purchase Order process

8 Staples Questions: Auto-substitution Starting November 2017 Also: Easy Savings Alternates Minimum order? - Yes. Recommended minimum $75.00 Required $50, to be increased annually. Restricted items? - Items not blocked or restricted All purchases must follow Procurement Card procedures Order Confirmation? - Receipt through Backorders? - Communicated directed to the requester Returns? Contact Supplier (Staples Customer Service) Desktop Delivery? - No. Chico has central dock delivery Last Name Receiving

9 Staples Questions (cont.): Green or Recycled items? - Yes! - Large category of eco-conscience/recycled items (10,000+) - Product descriptions list recycled content or environmental attribute *** Reminder... Order recycled paper ***

10 - Demonstration How to Log In Punch out to a Supplier s Catalog Select items, add to cart Submit cart back to Campus Marketplace Convert cart to transaction Finalize Details Place Order View supplier catalogs

11 CM - Tips & Tricks (Troubleshooting and other good things to know) Login is through Single Sign-On through CSU Connect - Use normal campus username & password Campus Marketplace Name - suppliers may not know CSU-specific name (eprocurement punch-out catalog ) Pop-up blocker - Allow pop-ups from eprocurement.esmsolutions.com - usually just a one-time setup Spinning icon - there's something going on with another pop-up window - check other windows (in background) or hit F5 to refresh screen Search Box - Works for Hosted Catalogs and some PunchOut Catalogs

12 CM - Tips & Tricks (cont.) (Troubleshooting and other good things to know) Supplier Accounts on the PunchOut catalog - may show past orders, history, invoices, quotes, etc. - different with every supplier Quote to Cart - automatically populates cart with items and special pricing - most suppliers include this Order Status - watch for Unsubmitted Transaction or Release Failed Next Step - View Order, Prepare CC Order Checkout Tab final Credit Card order also appears under Checkout tab Checkout Tab review all orders, including past orders (use selection filter)

13 CM - Tips & Tricks (cont.) (Troubleshooting and other good things to know) Workflow - Chico does not utilize at this time, maybe in the future Transactions Separated by Supplier Click the arrow to expand for more details - in Checkout tab, shows all items on the order, qty., price, etc. Credit Card Number Security - C.M. remembers all your info except CC#, have to enter each order Home Button Back Button Right-click, back arrow or Back PO# = the CC Order Number Bill to - (Credit Card) Ship To Attn: - should appear on shipping label

14 CM - Tips & Tricks (cont.) (Troubleshooting and other good things to know) Validate - if any item or information is changed in the transaction, click validate Profile - Contact Procurement for changes/corrections Transfer Cart Edit Transfer Cart - Change to transfer the cart to someone other than the default Transfer Cart I got the notification, but where's the cart? - in the Checkout Tab When Ordering, be aware of: - Minimum orders - Shipping costs - Sales Tax - Supplier specifics

15 Thank you! Procurement & Contract Services Michael McNairn, x5237 Sara Rumiano, x5270